Kinetic Financial Solutions Inc.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Welcome to KINETIC Financial Solutions Inc.
Are you ready to conquer your financial planning? Working together with you, we will help grow your wealth, find tax efficient business strategies, and protect your fortunes from life’s unexpected events.
Whether you are a self-employed contractor just starting out, a seasoned business owner, or a pre-retiree, I can help you plan for your future.
My office is in Grande Prairie, Alberta. I service all of Alberta, British Columbia and Ontario. I’m happy to accommodate in-person and virtual meetings based on your availability and comfort. Contact my office to set up an appointment.
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Life insurance products
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Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals